Bookkeeping & Accounting Cleanup
Clean, current, useful books — monthly close, reconciliations, and owner-ready reporting.
Learn moreAccounting · Cost Control · IT Systems Advisory
Accounting clarity and IT structure for businesses that have outgrown informal systems.
We help contractors, property operators, retailers, and service businesses clean up the books, control costs, secure access, and build reporting that supports better decisions.
Michael Baker & Lee Yokum · Co-Founders
Why do my books not match my bank balance?
Disconnected systems and skipped reconciliations leave you guessing at your real position.
Which jobs are actually making money?
Without job costing, profitable work and money-losing work look identical on paper.
Who has access to my systems — and what happens when someone leaves?
Unmanaged accounts and devices turn employee turnover into a security event.
What we fix
Six core service lines — scoped separately or bundled into one engagement.
Cost Accounting & Job Costing
Know which jobs actually make money with real budget-vs-actual visibility.
Learn moreFractional CFO Advisory
CFO-level forecasting, KPIs, and decision support without the full-time cost.
Learn moreERP / POS Accounting Integrity Diagnostic
When your system says you made money but your bank account disagrees.
Learn moreIT Structure & Microsoft 365 Review
Organized users, devices, and policies — built on a foundation that scales.
Learn moreIT Security Readiness
Close access gaps, protect endpoints, and know who can reach your systems.
Learn moreMost bookkeepers don’t understand IT. Most IT consultants don’t understand your books. We do both.
Weak bookkeeping, disconnected systems, and poor access controls aren’t three separate problems — they’re one operating problem. When the same team owns the numbers and the systems, the fixes actually hold.
- One team, one engagement letter, one shared tracker
- Financial and technology decisions made together
- No finger-pointing between your accountant and your IT vendor
Ways to start
Clear, fixed-scope engagements designed to get you to control quickly.
Business Systems Diagnostic
A clear-eyed look at your books, costs, and systems — with a prioritized roadmap.
$2,500–$5,000
2–3 weeks
30-Day Stabilization Sprint
Stop the bleeding fast: clean the books, close access gaps, and get reporting back.
$4,500–$8,500
30 days
Monthly Accounting + IT Retainer
One team keeping the numbers, the systems, and the risk under control month after month.
$1,500–$8,000
per month
Michael Baker
Accounting, Cost Control & CFO Advisory
Leads accounting, bookkeeping, cost accounting, project controls, and fractional CFO services.
Lee Yokum
IT Structure, Microsoft 365 & Security Readiness
20+ years of hands-on IT experience across healthcare, finance, and multi-site environments.
20+ yrs
Hands-on IT experience
Accounting + IT
One team, one accountable partner
No taxes
We work alongside your CPA — by design
“The two most useful people in the room — one who knows your books cold, one who knows every device and user in your building.”
Practical tools for small business owners
Built by a CFO. Priced for the rest of us.
Job P&L Workbook
Track profitability by project or job.
$49
Indirect Cash Flow Template
Understand where your cash is actually going.
$39
Monthly Close Checklist
Never miss a close step again.
$19
Ready to stop guessing and start growing?
Book a free 20-minute Systems Risk Call — we’ll tell you what we see.
Let’s Talk →